See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,466 | $45,152-23.7% | $73,843-53.3% | $59,632-42.2% |
| Participation rate | 25.5% | 64.0%-38.5pp | 73.4%-48.0pp | 68.7%-43.2pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $218 | $1,902-88.5% | $2,787-92.2% | $2,203-90.1% |
| Participant deferral / active EE | $603 | $2,574-76.6% | $3,583-83.2% | $3,192-81.1% |
| Admin fee / account holder | $764 | $3,516-78.3% | $4,880-84.3% | $4,297-82.2% |